Smart Portfolios, LLC Schwab Strategic Tr Us Large C Transaction History
Smart Portfolios, LLC
- $83.2 Million
- Q1 2025
A detailed history of Smart Portfolios, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Smart Portfolios, LLC holds 25,870 shares of SCHV stock, worth $721,514. This represents 0.83% of its overall portfolio holdings.
Number of Shares
25,870
Previous 25,900
0.12%
Holding current value
$721,514
Previous $675,000
1.78%
% of portfolio
0.83%
Previous 0.78%
Shares
4 transactions
Others Institutions Holding SCHV
# of Institutions
924Shares Held
335MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.49 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.13 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$920 Million10.21% of portfolio
-
Envestnet Asset Management Inc16.5MShares$460 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$322 Million0.73% of portfolio